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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,165 | $160,070-23.7% | $147,117-17.0% | $145,897-16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.34% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,137 | $5,285-78.5% | $4,932-77.0% | $4,663-75.6% |
| Participant deferral / active EE | $1,297 | $8,419-84.6% | $8,065-83.9% | $6,689-80.6% |
| Admin fee / account holder | $9,458 | $15,035-37.1% | $12,993-27.2% | $13,390-29.4% |